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How it works
- You name the Witham Health Services Foundation as the beneficiary of your IRA, 401(k) or other qualified plan.
- After your lifetime, the residue of your plan passes to the WItham Health Services Foundation tax-free.
Benefits
- You can avoid both income AND estate tax due on the remainder left in your retirement account by leaving it to the Witham Health Services Foundation.
- Give the most-taxed asset in your estate to the Witham Health Services Foundation, and leave more favorably taxed property to your heirs.
- You continue to receive retirement benefits during your lifetime.
- You can change the beneficiary at your discretion.
For more information
Email us at foundation@witham.org or call us at 765-485-8112 so that we can assist you through every step of the process.
Questions? Please contact:
Witham Health Services Foundation
2705 N. Lebanon Street, Suite 115
Lebanon, IN 46052
Phone: 765-485-8112
Fax: 765-485-8139
foundation@witham.org
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